See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,355 | $126,574+36.2% | $106,213+62.3% | $145,922+18.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.70% | 224.79%-212.1pp | 116.14%-103.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,037 | $3,730+35.0% | $3,171+58.8% | $4,660+8.1% |
| Participant deferral / active EE | $7,046 | $5,724+23.1% | $5,016+40.5% | $6,688+5.4% |
| Admin fee / account holder | $11,086 | $17,304-35.9% | $11,033+0.5% | $13,397-17.2% |